Company name Date of presentation

Agenda Introductions Executive summary Recommendations Recapitulation Questions Good morning/afternoon/evening. I am (state your name) from the (insert your team’s name). On behalf of my colleagues, we thank you for inviting us to meet with you to discuss the results of the analysis you requested. The agenda for the presentation is as shown on the slide.

Team name Team member Please allow me to introduce my colleagues. They are: X, X, X, and X. Each of us is responsible for presenting one recommendation for your consideration.

Executive Summary Recommendation 1 Recommendation 2 Recommendation 3 We conducted a comprehensive analysis of your firm (insert the company’s name), the macro-environment for your industry, the industry’s drivers and the industry’s competitive environment and structure. Based on the analysis, we identified these five strategic issues as the most important issues your firm needs to address. Our presentation provides recommendations and actions to address these issues. Our pending report, provides additional details and we believe our presentation will answer your questions. We ask that you hold your questions to the end of the presentation.

Recommendation X Strategic issue the recommendation addresses Performance or desire outcome All recommendations use the same outline. 1. Provide background on the intersection of the opportunity/threat and strength/weakness plus why the issue is one of the most important issues the company should address. 2. Provide bullets for the actions required to implement the recommendation. 3. Speak about the resources required to implement the actions. Make sure your recommendations do not conflict, are internally consistent and the company has the resources necessary to implement the recommendations. 4. Prepare verbal statements that outline the implementation steps and internal and external benchmarks. 5. As a minimum, one of your recommendations must use the strengths/weaknesses identified in your analysis of the financial ratios. 6. DO NOT provide any recommendations that involve any form of promotion (e.g. advertising, coupons, frequent buyer programs) Start your presentation by thanking the person who introduced you and then stating your name. Then use 1-4 above to guide your verbal statements. Conclude your presentation with the comment “That concludes my prepared remarks for recommendation x. My colleague (state their name) will continue with recommendation X. The final presenter concludes with the following: This concludes our prepared remarks for the individual recommendations. The next slide recapitulates our team’s recommendations.

Recapitulation Recommendation 1 Recommendation 2 Recommendation 3

Questions and answers We will be glad to answer your questions regarding our presentation.

Follow up actions Report submission Additional information for questions One member of the team should address the actions ensuing from the presentation. The comments should make clear the team knows when to submit the final report and the questions the team should address in one of the report’s appendices.